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Welltower
WELL

Overview Fund Activity

1,230 hedge funds and large institutions have $98.9B invested in Welltower in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 570 increasing their positions, 360 reducing their positions, and 78 closing their positions.

Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
16.51%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.43%
New
127
Increased
570
Reduced
360
Closed
78
Calls
$133M
Puts
$243M
Net Calls
-$110M
Net Calls Change
-$160M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$4.9B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.87B
3
Capital International Investors
3
Capital International Investors
California
$6.87B
4
State Street
4
State Street
Massachusetts
$6.09B
5
Capital World Investors
5
Capital World Investors
California
$244M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B
2
Bank of America
2
Bank of America
North Carolina
$2.92B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.1B
4
Principal Financial Group
4
Principal Financial Group
Iowa
$1.6B
5
UBS Group
5
UBS Group
Switzerland
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
1201
Moisand Fitzgerald Tamayo
Florida
$3.38K 22 – –
GC
1202
GFG Capital
Florida
$2.92K 19 +19 New
DSC
1203
Duncker Streett & Co
Missouri
$2.61K 17 – –
TWD
1204
True Wealth Design
Ohio
$2.49K 16 – –
NL
1205
NVWM LLC
Pennsylvania
$2.46K 16 -3 -16%
SC
1206
Stephens Consulting
Michigan
$2.46K 16 +16 New
TCA
1207
Trifecta Capital Advisors
Illinois
$2.31K 15 – –
RPA
1208
Redwood Park Advisors
California
$2.31K 15 – –
QWM
1209
Quaker Wealth Management
New Jersey
$2.15K 14 +14 New
ACM
1210
Anfield Capital Management
California
$2.15K 14 – –
CAC
1211
Core Alternative Capital
Georgia
$2.15K 14 – –
ACA
1212
American Capital Advisory
Idaho
$2K 13 +3 +30%
RWM
1213
Rialto Wealth Management
New York
$2K 13 +10 +333%
W
1214
WealthCollab
Washington
$2K 13 +13 New
SFCL
1215
Strengthening Families & Communities LLC
Massachusetts
$1.85K 12 +5 +71%
SRCM
1216
Signature Resources Capital Management
California
$1.85K 12 +12 New
CYG
1217
Clean Yield Group
Vermont
$1.69K 11 – –
PWM
1218
Parkworth Wealth Management
California
$1.69K 11 +11 New
JFG
1219
JDM Financial Group
Texas
$1.54K 10 – –
1IA
1220
1620 Investment Advisors
Massachusetts
$1.46K 9 – –
DF
1221
DecisionPoint Financial
Arizona
$1.21K 8 +8 New
BCM
1222
Blume Capital Management
California
$1.08K 7 +2 +40%
AWM
1223
Atticus Wealth Management
Florida
$1.08K 7 +7 New
T
1224
Tidemark
California
$922 6 +6 New
FGC
1225
Financial Gravity Companies
Texas
$769 5 +5 New
47 48
49
50 51